Compare · 2 funds side by side · dividends reinvested

ESSC and VO

ESSCEventide×VOVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$13,616VO · best of the two

02 / 04

ESSC and VO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Mid-Cap ETFUS Stock Styles · Mid cap0.03%1.39%+10.7%+12.4%+18.9%+6.4%−8.2%12.9%$103B1.1

Eventide Small Cap ETFUS Stock Styles · Small cap0.49%0.61%+8.4%+12.8%[…][…]−12.5%18.3%$34M1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: ESSC 2025 · VO 2004

Head to Head

Swap sides Versus in desk

Head to Head

Eventide Small Cap ETF · $34M[…]

ESSC

Vanguard Morningstar Mid-Cap ETF · $103B$13,616

$10,000 five years ago, dividends reinvested · they hold 4.0% in common

ESSCMeasureVO

+8.4%Year to dateJan 1 → Nov 5+10.7%

+12.8%1 yearTotal return+12.4%

[…]3 years · per year$10,000 became […] · $16,795+18.9%

[…]5 years · per year$10,000 became […] · $13,616+6.4%

0.49%Expense ratio$49 · $3 a year on $10k · lower is better0.03%

0.61%Trailing 12-mo yield$61 · $139 a year on $10k1.39%

−12.5%Worst dropSmaller is better−8.2%

18.3%VolatilityLower is calmer12.9%

ESSCVO Winner of the row, in its colourEach row: the bigger of the two fills its side

1–5VO wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

ESSC vs VO: Top 5 Holdings

Today

ESSC

4.1%in top 5

in top 55.3%

ESSCStockVO

not top 5NET1.1%

not top 5VLO1.1%

not top 5MPC1.1%

not top 5PSX1.0%

not top 5PWR1.0%

0.8%ESInot top 5

0.8%AROCnot top 5

0.8%RRCnot top 5

0.8%ASBnot top 5

0.8%FNBnot top 5

Held in common4.0%

End-of-day Nov 5, 2026 · share of each fund

ESSC vs VO Returns, Every Period

EventideESSC

+12.8%

past year

VOVanguard

+12.4%

past year

ESSCVOFaded: behind in that period

1–1Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

ESSC vs VO

YTD

EventideESSC

+8.4%

VOVanguard

+10.7%

+8.4%Year to date+10.7%

−12.5%Worst drop · 1Y−8.2%

18.3%Volatility · 1Y12.9%

0.6%Yield1.4%

$34.0MAssets$103B

4–0VO wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: ESSC, VO

Today

0.03%lowest, VO

FundExpense ratioFee$10k

VO0.03%$3

ESSC0.49%$49

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: ESSC, VO

1.39%highest, VO

FundTrailing yieldYield$10k

VO1.39%$139

ESSC0.61%$61

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$136most kept, VO

VO$139 − $3 = $136

ESSC$61 − $49 = $12

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: ESSC, VO

Today

4.0%most shared, ESSC and VO

ESSCVO

ESSC—4.0%

VO4.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+12.8%ESSC, at 18.3% volatility

VOWorst drop−8.2%12.9% vol

ESSCWorst drop−12.5%18.3% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

VOESSC

+10.7%Year to date+8.4%

1.4%Yield0.6%

+12.4%Past year+12.8%

0.03%Fee0.49%

3–1VO wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026